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Migration Guide

Import everything, perfectly linked

SuprBooks brings your data in from CSV files. Every area — Items, Vendors, Customers, Purchase Bills, and Sales Bills — has its own Import button. Upload the files in the order below and everything links up automatically: bills find their products, and each bill attaches to the right vendor or customer.

The one rule: upload in this order

  1. 1Items — creates the products every bill links to
  2. 2Vendors — so purchase bills attach to the right supplier
  3. 3Customers — so sales bills attach to the right buyer
  4. 4Purchase Bills — reference items by Product ID + the vendor
  5. 5Sales Bills — reference items by Product ID + the customer

Steps 2 and 3 can be done in either order, and so can steps 4 and 5 — but Items must always come first, and bills must always come last.

Step 1

Items

Where: Items page → Import → Import items

How it links: The Item ID becomes the link key. Every bill line finds its product by this ID, so items must exist before any bill is uploaded.

Columns
  • Item IDRequiredUnique product ID — the link key used by bills.
  • Item NameRequiredDisplay name of the product.
  • SKURequiredStyle / stock code. Used as a fallback match.
  • SizeVariant size (pairs with SKU for matching).
  • HSN/SACTax classification code.
  • RateSelling price.
  • Purchase RateCost price.
  • Opening Stock / Stock On HandStarting quantity on hand.
  • Usage unite.g. pcs, kg, box.
Step 2

Vendors

Where: Vendors page → Import → Import vendors

How it links: Purchase bills attach to a vendor by matching the bill's Vendor Name against a vendor's Display Name, Company Name, or Contact Name.

Columns
  • Display NameRequiredPrimary name and how bills match. If blank, Company Name or Contact Name is used — at least one name is required.
  • Company NameAlternative name; satisfies the name requirement and is used for matching.
  • Contact NameAlternative name; satisfies the name requirement and is used for matching.
  • GST Identification Number (GSTIN)15-char GSTIN. Optional — an invalid one is left blank, not rejected.
  • Email / Phone (MobilePhone)Contact details (optional).
  • Source of SupplyState the vendor supplies from (optional).
  • Billing / Shipping Address, City, State, Country, CodeAddress fields (optional).
Step 3

Customers

Where: Customers page → Import → Import customers

How it links: Sales bills attach to a customer by matching the bill's Customer Name against a customer's Display Name, Company Name, or Contact Name.

Columns
  • Display NameRequiredPrimary name and how bills match. If blank, Company Name, Contact Name, or First + Last Name is used — at least one name is required.
  • Company Name / Contact NameAlternative names; satisfy the name requirement and are used for matching.
  • First Name / Last NamePrimary contact; also satisfies the name requirement if the others are blank.
  • Email (EmailID) / PhoneContact details (optional).
  • GST Identification Number (GSTIN)15-char GSTIN. Optional — an invalid one is left blank, not rejected.
  • Place of Contact (With State Code)Drives GST place of supply (optional).
  • Billing / Shipping Address, City, State, Country, CodeAddress fields (optional).
Step 4

Purchase Bills

Where: Purchases page → Import → Import purchase bills

How it links: One row per line item. Rows sharing the same Bill Number (or Bill ID) form one bill. Each line links to an item by Product ID (fallback: SKU + Size, then SKU); the bill links to a vendor by Vendor Name.

Columns
  • Bill Number / Bill IDRequiredGroups rows into one bill and identifies it. At least one is required.
  • Bill DateRequiredValid date, ideally YYYY-MM-DD.
  • Vendor NameRequiredNames the supplier. Auto-created if your account can add vendors; otherwise the vendor must already exist.
  • Item Name or DescriptionRequiredEach line needs at least one.
  • QuantityRequiredWhole number greater than zero.
  • RateRequiredNumeric unit purchase price.
  • Product ID (Item ID)Best key for matching the line to an imported item. Optional if the SKU (+ Size) matches instead — but every line must match some imported item.
  • SKU / SizeUsed to match the item when Product ID is blank.
  • HSN/SAC, Tax PercentageTax details (optional).
  • Due Date, Purchase Order NumberOptional bill details.
Step 5

Sales Bills

Where: Sales page → Import → Import sales bills

How it links: One row per line item. Rows sharing the same Invoice Number (or Invoice ID) form one invoice. Each line links to an item by Product ID (fallbacks: SKU + Size, SKU, then Item Name / Item Desc); the invoice links to a customer by Customer Name.

Columns
  • Invoice Number / Invoice IDRequiredGroups rows into one invoice and identifies it. At least one is required.
  • Invoice Date (or Issued Date)RequiredValid date, ideally YYYY-MM-DD.
  • Customer NameRequiredNames the buyer. Auto-created if your account can add customers; otherwise the customer must already exist.
  • QuantityRequiredWhole number greater than zero.
  • Item PriceRequiredNumeric unit selling price.
  • Product ID (Item ID)Best key for matching the line to an imported item. Optional if SKU (+ Size), Item Name, or Item Desc matches instead — but every line must match some imported item.
  • SKU / SizeUsed to match the item when Product ID is blank.
  • Item Name / Item Desc / DescriptionFurther fallbacks for matching the item.
  • GST Treatment, HSN/SAC, Tax Percentage or CGST/SGST/IGST Rate %Tax details (optional).
  • Due Date, Usage unitOptional line/invoice details.

Good to know

  • Column order doesn't matter — columns are matched by their header name, so you can leave your export as-is.
  • “references Item ID X, which has not been imported” means bills were uploaded before items. Import Items first, then re-upload the bills.
  • “is missing Item ID (Product ID)” means that row's Product ID is blank. Add the Product ID, match by SKU, or pick the item from the dropdown.
  • Re-importing is safe: vendors or customers with a name that already exists are skipped rather than duplicated.

Ready to bring your data across?